Angel Matos
Investment adviser representative at Bankers Life Advisory Services, Inc.
11 yearsExperience
3 statesRegistered in
$2.5BFirm assets
10 yearsFirm in business
Are you Angel Matos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Bankers Life Advisory Services, Inc.Oct 2024 to now
- Bankers Life Securities, Inc.Oct 2024 to now
- Bankers Life & Casualty, IncSep 2024 to now
- UnemployedJul 2024 to Sep 2024
- CitigroupSep 2021 to Jul 2024
- Wells Fargo Clearing Services LLCAug 2018 to Sep 2021
- Wells Fargo Bank NAJul 2018 to Sep 2021
- JPMorgan Securities LLCAug 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, OH).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4453306
- Firm CRD
- 281285